In today’s fiercely competitive legal landscape, creating meaningful and lasting client relationships is paramount. For midsized business law firms, this challenge is amplified by mounting demands to ...

Transaction-side training programs reinforce the importance of client and attorney engagement. Flexibility is an important component of training programs as well, with firms needing to adapt to ...

For years, financial advisory firms have relied on client advisory boards and annual surveys to gather feedback on how clients feel about working with their advisors and on the confidence in, or ...

When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

CMO at Smith, Gambrell & Russell, LLP. She is passionate helping individuals develop their brand and implement marketing and BD strategy. Client engagement is critically important as companies find ...

As COVID-19 restrictions disappear, business development and client engagement require a new level of listening, creativity, agility and courage. As we approach the end of the federal fiscal year, it ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

TORONTO--(BUSINESS WIRE)--Absolute Engagement, a firm transforming the way advisors engage with clients and prospects, has released the compelling results of its 2023 investor research survey, ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

If you utilize dialectical behavior therapy (DBT) in your clinical work, you already know that this modality can be extremely helpful to clients. In some cases, DBT literally saves lives. You may also ...

TWO YEARS AGO, JENNIFER BLACK, a financial advisor in Mississauga, Ont., made an important decision. She concluded that it would be best for her practice to do more business with a smaller book: in ...

A team that has to work together has to trust each other. It is undoubtedly a tough challenge when your team is working remotely. But there are tools and software for employee engagement that you can ...